David Treichler
David Treichler is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Syracuse, NY, with 41 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
120 E. Washington St., Suite 924, Syracuse, NY, 13202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several outside business activities, including serving on a church financial committee, acting as Vice President for the Estate Planning Council of Central New York, and working as an agent selling fixed insurance (life, health, disability, annuities, and long-term care). He also works as an advisory representative for Bright Futures Wealth Management LLC, and owns rental real estate.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Bright Futures Wealth Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pacific West Securities, INC.Broker
Pacific West Financial Consultants INC
M&t Securities, INC.Broker
Smith Barney INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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